Look for recommendations for FI, estate planner

739 Views | 2 Replies | Last: 23 days ago by AgsMyDude
AgsMyDude
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AG
I am seeking recommendations for a fee based financial planner and / or estate planner, one with experience on land inheritance, etc.

My wife is set to inherit a very substantial amount of land and it's outside my wheelhouse. I'm not looking for someone to tell me where to invest retirement accounts as we're 100% index funds.

Someone fee based would be ideal.

We are located in San Antonio if it helps. Would be willing to travel to NB, etc.

Hell a CPA with experience on land inheritance, step up basis would be uset
Casey TableTennis
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AG
S Harris Financial. Stephanie and Scott are amazing people and Ags. Very involved with the A&M financial planning program. Have a great team including some additional Ags.
AgsMyDude
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AG
Thanks, I'll look into S Harris
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